WallStSmart

Delek Logistics Partners LP (DKL)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 46852% more annual revenue ($498.09B vs $1.06B). PBR leads profitability with a 21.6% profit margin vs 16.0%. DKL appears more attractively valued with a PEG of 0.77. PBR earns a higher WallStSmart Score of 66/100 (B-).

DKL

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 6.0Quality: 4.8
Piotroski: 1/9

PBR

Strong Buy

66

out of 100

Grade: B-

Growth: 2.7Profit: 8.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DKLSignificantly Overvalued (-20.9%)

Margin of Safety

-20.9%

Fair Value

$45.16

Current Price

$52.05

$6.89 premium

UndervaluedFair: $45.16Overvalued
PBRUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$176.60

Current Price

$17.75

$158.85 discount

UndervaluedFair: $176.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DKL5 strengths · Avg: 8.8/10
Return on EquityProfitability
43.9%10/10

Every $100 of equity generates 44 in profit

Debt/EquityHealth
-1.7210/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.778/10

Growing faster than its price suggests

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
19.0%8/10

19.0% revenue growth

PBR6 strengths · Avg: 9.5/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Market CapQuality
$117.55B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

DKL2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-17.6%2/10

Earnings declined 17.6%

PBR3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

PEG RatioValuation
4.572/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.2%2/10

Earnings declined 7.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : DKL

The strongest argument for DKL centers on Return on Equity, Debt/Equity, PEG Ratio. Profitability is solid with margins at 16.0% and operating margin at 13.5%. Revenue growth of 19.0% demonstrates continued momentum.

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 32.0%.

Bear Case : DKL

The primary concerns for DKL are Piotroski F-Score, EPS Growth.

Bear Case : PBR

The primary concerns for PBR are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

DKL profiles as a growth stock while PBR is a value play — different risk/reward profiles.

DKL carries more volatility with a beta of 0.47 — expect wider price swings.

DKL is growing revenue faster at 19.0% — sustainability is the question.

PBR generates stronger free cash flow (3.3B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (66/100 vs 56/100), backed by strong 21.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Delek Logistics Partners LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Delek Logistics Partners, LP owns and operates logistics and marketing assets for crude oil and refined and intermediate products in the United States. The company is headquartered in Brentwood, Tennessee.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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